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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Beckett Collective (swap one in):+ Sahni, Inc. $36.2M+ Gilmore Financial Services, LLC $36.2M · San Mateo, CA+ Positive Delta Asset Management LLC $32.8M · Los Angeles, CA+ Modern Financial Wellness $32.8M · Portsmouth, NH
Anaheim, CA
Assets under management$34.5M$36.2M$36.3M
Asset growth, last 2 years––−4%
Advisory staff111
Individual clients2116725
Assets per client$1.6M$217K$1.5M
Clients per advisor2116725
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack––4
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBeckett CollectiveSlaten Wealth ManagementStone Ridge Advisors
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
FP Alpha––Uses it

Custodians on Form ADV: Beckett Collective: none listed · Slaten Wealth Management: none listed · Stone Ridge Advisors: Schwab